Financial Insights & Tax Tips for Private Practice Dentists
Fund your IRA for 2022 & 2023 Today
You have until April 15, 2023, to fund your IRA/ROTH IRA account for 2022. It’s best to also fund your account for 2023 at the same time to get it taken care of early.
Decrease No-call No-Show Rates at Your Dental Practice with Deposits
Require deposits for new patients for procedures that last longer than 1 hour to reduce no-call no-show rates at your dental practice.
The SECURE Act 2.0: What You Need to Know
Notable retirement plan provisions in the SECURE Act 2.0.
Beginning of the Year Payroll Checklist
Start your 2023 payroll off right with this helpful checklist.
The Benefits of ROTH Conversions in a Bear Market
Now is a great time for a ROTH conversion!6 ways to fine-tune your virtual meeting experience
Whether you work from home or in an office, virtual meetings are here to stay. That’s why we’ve got tips on improving and updating your virtual meetin...
Learn from your return with these tax takeaways
Here are five takeaways from this year’s tax return to help make next year’s tax time easier—and possibly even more financially rewarding.

